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Wouter
4.3K posts

Wouter
@wouterbax
Full-time degen, irresponsibly long. $NBIS $RKLB $ORE
Nederland Katılım Aralık 2010
1.4K Takip Edilen225 Takipçiler
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This is @HardhatChad's first interview in over a year.
What Satoshi started, he never stopped building.
He's locking @OREsupply down so no one can change it. Not even him.
V1. V2. V3. V4.
The Wise Ones Podcast. Season 1 finale
@Wisemenmentors
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Dutch cuisine, most innovative in the world.
Let me introduce you to this masterpiece; The Tank.
Honoring the legend Alex "The Tank" Rodrigo Dias da Costa
#KanHetNietGewoonNietInNederlands

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@DeepValueBagger Did they not manage to shake me out of my shares yesterday. So we’re rewarded today 🥳

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I saw tons of panic sellers yesterday. Look at $MU $INTC now. Not that I predicted today's action, but I know it's incredibly unpredictable so I do nothing.
I warned you guys. 😀
DVB@DeepValueBagger
Oversized swing trade up this market often means you have low conviction when it unexpectedly drops. That's why I don't do that type of trades anymore. It's not good to go through that emotion or losses.
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ANNOUNCEMENT: DVB Circle (X Sub)
For the past 18 months, I’ve shared my investment journey on X: deep value, long-term conviction, concentrated positions, and using options to manage risk, leverage, and income.
Many of you share my style: part Peter Lynch, part Peter Thiel — finding great companies, understanding the monopoly/zero-to-one angle, building conviction, and sizing when the opportunity is asymmetric.
Many of you have seen me win big convictions like $TSLA (10X), $HOOD (6-8X), $RKLB (3X), $INTC (3X), and more. I’m happy that people have made money from my research. The real value is the process: evaluate, assess risk, build conviction, and size opportunities.
Why sub?
I have long resisted the idea of subscription mainly because I don't need the funds. Recently I seriously considered it for two reasons: better discussion and better research.
As this account has grown, I’m getting more trolls, haters, and low-effort noise. It hurts the quality of discussion we can have. A small subscription creates a better filter. I see it as getting coffee once a month and catch up with your friend or mentor.
I am building Deep Autonomous Research in the background — an agentic equity research platform that can help research companies, sectors, filings, transcripts, news, and market structure faster and deeper. That requires real compute, hardware, data, tools, and experimentation. I’ve already invested in LLM hardware, and I want to keep scaling it. More funding means better research. Better research means better insights. This is a compounding effect to share with you.
I’m now launching DVB Circle as an X subscription.
For $5/month, subscribers will get:
• Deeper sector and market insights commentary
• Companies I’m watching, studying, or holding
• Breakdowns of my research process and risk thought process
• Higher-signal discussion with serious investors
• Insights from the agentic research platform I’m building
• Early updates on future research tools/products
I want to be clear: this is not a buy/sell alert service. No copy-trading. No price targets. Trolls will be banned.
I talk about companies. You build your own conviction.
Because I truly believe you need your own conviction to hold concentrated positions and make big money.
So this is a win-win: You get deeper insights and better discussion. Subscription revenue helps fund better research infrastructure. Going forward, I’ll post around 80% subscriber content / 20% public content.
TLDR: For the price of coffee, you get access to DVB Circle, my research process, and the agentic research platform behind me.
Subscribe and join the circle.
Reshares appreciated.
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@DeepValueBagger Dutch by legal structure, and am glad to say I got in with good size a while back. Sub $90. 💪🔴⚪🔵
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